See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,757 | $37,426-17.8% | $77,482-60.3% | $79,858-61.5% |
| Participation rate | 12.2% | 41.5%-29.3pp | 54.2%-42.0pp | 69.6%-57.5pp |
| Annual return | 15.82% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $427 | $1,260-66.1% | $1,861-77.0% | $3,740-88.6% |
| Admin fee / account holder | $615 | $2,504-75.4% | $2,858-78.5% | $5,306-88.4% |